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Permission Controls

Permission controls are a security layer in addition to Salesforce CRUD permissions designed to govern a single user's permissions to perform certain actions within FinancialForce PSA. If you are an Operations or Admin user, you can set up permission controls for each FinancialForce PSA user.

You can use permission controls to:

• Control administrative functions at various levels, including: the resource, regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., team, project version, or project.
• Grant permissions starting and/or ending on specific dates or apply permissions perpetually.
• Cascade permission controls to all nodes below the one to which you have assigned permissions. For example, if you want a project manager to have permission for a specified regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. and every regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., or project included under the region in the hierarchy.
  

Clicking the Permission Controls tab displays the Permission Controls home page. More about the home page.

• In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
• In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
• From the list, you can click any permission control name to go directly to its detail.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

To set up a permission control:

1. Select the Permission Controls tab.
2. Click New.
3. Complete the fields as described in Permission Control Fields.

For more information, see About Ops Edit Permission Controls, About Staffing Permission Controls, and About Team Permission Controls .

Note:

Note

If your organization uses contractors who will not have a Salesforce login, you can set up a permission control to allow project managers to create timecards and expenses for these resources. To do this, enter the project manager as the user, select the appropriate resource or region, practice or group containing the appropriate resources, and then select the Timecard Entry and Expense Entry check boxes.

If your organization uses operations managers who need to create Resource Requests and assign Resources, create a Permission Control and select the Region, Practice or Group to which you want to grant access.

By default, only project managers can edit project tasks in Project Task Gantt. You can grant permission to view or edit project tasks to other users. To do so, create a permission control with the Project Task Gantt View or Project Task Gantt Edit checkboxes selected for the project.

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